TCFG Investment Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

TCFG Investment Advisors’s Portfolio MDIV Stock Details MDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$959K	Sell	58,010 -24	-0%	-$397	0.32%	83
2026 Q1	$938K	Buy	+58,034	New	+$946K	0.35%	68

Other funds holding MDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

TCFG Investment Advisors's MDIV Position: Q2 2026 in Review

TCFG Investment Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.04% in Q2 2026, selling an estimated $397 and leaving 58,010 shares worth $959K. The position accounts for 0.32% of the portfolio, ranked #83.

TCFG Investment Advisors first reported a position in MDIV in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

TCFG Investment Advisors held 58,010 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $959K as of Q2 2026.
TCFG Investment Advisors sold 24 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $397.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.32% of TCFG Investment Advisors's portfolio in Q2 2026, its #83 holding.
TCFG Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2026 and has held it in 2 quarters since.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.